 | automatically scheduling calls based upon user defined field |  |
 Posted: Tue Jun 17, 2008 2:14 pm |
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| lsgould |
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Hi All,
So glad to see this forum again! Hey, I've been asked to find a way to schedule a call for individual users based upon a user defined field that holds the birthday info for each record. Is there a way in Goldbox or any where that this could be done?
Thanks in advance,
Lisa |
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| Posted: Tue Jun 17, 2008 2:52 pm |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
| Posts: 1216 |
| Location: Jacksonville, FL |
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| The answer depends entirely on the nature of this field. If a Contact's birthday is July 4th, EXACTLY what does the field contain, and what data Type is it? Also, what versions of GoldMine and GoldBox? |
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_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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| Posted: Mon Jun 30, 2008 8:35 am |
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| lsgould |
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Hi and thanks for your response. The field is a date field and it contains the date of birth. We're on 6.70.70226 Corporate Edition and Goldbox 2008-k.
Lisa |
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| Posted: Mon Jun 30, 2008 8:50 am |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
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| Location: Jacksonville, FL |
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| Do you want to schedule the call for the next birthday of the Contact (i.e. for the next anniversary of the birth of the Contact)? Or do you want lead time? |
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_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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| Posted: Mon Jun 30, 2008 9:06 am |
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| lsgould |
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| I want to notify on the next birthday without lead time.... |
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| Posted: Mon Jun 30, 2008 9:24 am |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
| Posts: 1216 |
| Location: Jacksonville, FL |
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You'd do an export of Accountno, followed by an Import using the Exported file as Source, and Accountno as the match. You'd be Importing a Call Activity, which you can configure to suit yourself.
The filter for the Export would be
| Code: |
| Len(DtoS(Contact2->Ubirthday1)) > 0 .AND.Date() = Date() + RealDate(Contact2->Ubirthday1, 21) |
You'd run it after midnight, probably as part of a nightly Q-file, or scheduled through Windows Task Scheduler on its own. Because this only schedules the "day of", any birthday that falls on a weekend will get a late call (or no call, if you don't run the routine on weekends). There are ways to compensate for that, but you'd have to specify exactly how you want to handle weekends. And you can forget about compensating for holidays; that ain't gonna happen. It's amazing how complex something like this can get. |
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_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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| Posted: Mon Jun 30, 2008 9:30 am |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
| Posts: 1216 |
| Location: Jacksonville, FL |
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Oops...I worked this out in GX5, and forgot to change the table alias to Tgt. So, should be
| Code: |
| Len(DtoS(Tgt->Ubirthday1)) > 0 .AND.Date() = Date() + RealDate(Tgt->Ubirthday1, 21) |
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_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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